California Organized Investment Network (COIN) Is a Collaborative Effort Between the California Department of Insurance, the Insurance Industry, Community Affordable Housing and Economic Development Organizations, and Community Advocates.

The Investigation Division investigates suspected fraud committed by insurance agents, brokers, public adjusters, bail agents, insurance companies and other individuals and entities transacting the business of insurance who perpetrate fraud against consumers.

To assist insurers and insurance agencies in monitoring their agents' compliance with the annuity training requirement, the California Department of Insurance (CDI) developed a search program which lists all of the life agents that are either appointed by the insurer or endorsed by the agency. For each of these life agents, the list will indicate whether or not the agent completed the eight-hour annuity course.

The CDI now has two methods to print the Annuity Training Report. The first method is the Printable Document Format (PDF) Report. The second method is a Comma Separated Values (.csv) Report. Using this method, the insurer or agency representative can have the report data loaded into a file in a comma separated values (.csv) format that will be stored on your local machine as an Excel document. Most versions of Microsoft Excel are compatible with .csv formatted files. Below are the procedures for these methods to retrieve the Annuity Training Report.

Printable Document Form (PDF) Report - (Adobe Acrobat Report)

To use this service, the insurer representative will select "insurer" and then input the insurer's NAIC number. Similarly, the insurance agency representative will select "agency" and input their license number.

Press the "Run Report" button to create a list in Adobe Acrobat 5.0 format.* The report will first list those agents who completed their annuity training and then list those agents who have not completed the required training. In addition to the agent's name, the report will also list the agent's license number, expiration date, the name of the annuity course and the date the course was completed. There is no cost to use this service.

**This material is available in Adobe's Portable Document Format (PDF). To view pdf forms on your browser you must have Adobe Acrobat Reader version 5.0 or higher on your computer. A free copy of the Adobe Acrobat Reader can be downloaded from our Free Document Readers webpage.

Comma Separated Values (.csv) Report - (Excel Format)

To use this service, the insurer representative will select "insurer" and then input the insurer's NAIC number. Similarly, the insurance agency representative will select "agency" and input their license number.

To load the report data to a .csv file select the "Download File" button on the Annuity Course Search Web page. A Microsoft "Save As" dialog box will appear asking where you would like to save the file. The user can then select a file name and location to store the data. To open the saved data file using Microsoft Excel, the file must be imported into Excel, see Importing Data to Microsoft Excel for instruction. Failure to import properly may result in the corruption of some Agent's License Numbers. There is no cost to use this service.

If you need further assistance, please call CDI's Producer Licensing Bureau at (800) 967-9331 or send an e-mail to the Producer Licensing Bureau. Please be sure to include your name, telephone number, license number and e-mail address in all correspondence with the CDI.